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Jotform Enterprise Integration

ApproveThis manages your Jotform Enterprise Integration approvals.

April 17, 2025

Integration Category: Forms

When Forms Meet Approvals: A Match Made in Productivity Heaven

Let's cut to the chase: forms collect data, approvals move business forward. But between collection and action, there's usually a black hole of Slack pings, forwarded emails, and "Did you see my request?" follow-ups. That's where connecting Jotform Enterprise with ApproveThis turns bureaucratic limbo into a straight-shot process.

Jotform Enterprise handles the heavy lifting of data collection - expense reports, purchase orders, contract requests, you name it. ApproveThis takes that structured data and puts it on rails through your approval chain. Together, they create what we like to call an "accountability engine" - no more lost requests, no more guessing game status updates.

Where This Combo Hits Different

We're not talking about just connecting two apps. This integration solves three specific headaches for growing companies:

  • Bridging department silos: Your sales team lives in forms, accounting needs approvals. Now they speak the same language.
  • External approvals without the license tax: Clients or vendors can approve Jotform-submitted requests via email without needing access to either system.

Take a manufacturing company we worked with - their procurement team uses Jotform for material requests. Before integrating with ApproveThis, those requests would sit in a manager's inbox until someone chased them down. Now? Automated approvals route based on order size, with escalations if someone's OOO. Their PO turnaround dropped from 3 days to 4 hours.

Real Workflows for Real Teams

HR: Onboarding Without the Paper Chase

New hire forms are the worst kind of paperwork. With Jotform Enterprise collecting I-9s and direct deposit info, ApproveThis handles:

  • Equipment approval workflows (laptop specs vs. budget policies)
  • Department head sign-off on role changes
  • Benefits enrollment thresholds (automatic approval under $X/month, escalation over)

An insurance company client routes agent onboarding docs through Jotform. ApproveThis automatically sends compliance approvals to legal, equipment requests to IT, and budget sign-offs to department heads - all from one form submission.

Finance: Closing the Books Faster

Expense reports shouldn't require a detective. Jotform captures receipts and expense details, while ApproveThis:

  • Routes reports based on amount and department
  • Auto-approves expenses under preset limits
  • Flags policy violations before submission

A retail chain uses this combo to handle franchisee reimbursements. Store managers submit via Jotform, ApproveThis routes based on location and expense type, and approvers get email links that work on any device. Their finance team cut month-end close by 6 days.

Operations: Keeping the Wheels On

Maintenance requests, inventory orders, vendor contracts - the stuff that keeps lights on but kills productivity. Jotform becomes your intake form, while ApproveThis handles:

  • Urgency-based routing (critical vs. routine)
  • Multi-site approval chains
  • Contract lifecycle management

A logistics company automates their truck maintenance workflow. Drivers submit issues via Jotform, which triggers ApproveThis approvals based on repair cost thresholds. Over $5k? Automatically escalates to regional managers. Under? Garage gets immediate work orders.

Setting Up Without the Headache

Here's the brass tacks on connecting these two via Zapier:

The Two-Way Street

From Jotform to ApproveThis:

  1. New form submission triggers Zapier
  2. Map form fields to ApproveThis request template
  3. Set approval rules (who, thresholds, escalation paths)

From ApproveThis to Jotform:

  1. Approval decision triggers Zapier
  2. Update original Jotform submission with status
  3. Kick off next actions (e.g., generate PO in your ERP)

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Jotform data. Submission includes a budget amount? Set thresholds to auto-approve small spends or escalate big ones.

Features That Make This Actually Useful

Not Your Grandma's Email Approvals

Yes, ApproveThis does email-based approvals. No, it's not just forwarding forms. Approvers get a secure link with:

  • Contextual data from the original Jotform submission
  • One-click approve/reject
  • Comments that feed back into both systems

Keep Projects Moving

Approval Groups + Vacation Delegation = No more "Waiting on Karen from Legal". If an approver's out, requests automatically reroute to their backup. Sequential approvals ensure sign-offs happen in the right order, not whoever checks email first.

Audit Trails That Don't Suck

Every approval decision in ApproveThis timestamps and records:

  • Who approved/rejected
  • Comments from each step
  • Original Jotform submission data

Compliance teams love this. Auditors tolerate it. Everyone wins.

Why This Isn't Just Another Integration

Most app integrations just shuffle data. This combo actually changes how teams operate:

For Decision Makers

Get context-rich approvals in your inbox, on your phone, without logging into another system. Hit approve while waiting for coffee. Reject with feedback that actually helps the requester adjust and resubmit.

For Process Owners

Build approval logic once in ApproveThis that works across every Jotform. New form for marketing swag requests? Same approval rules as IT hardware, just different approvers.

For Finance

Real-time visibility into pending approvals across all departments. No more surprise expenses because that $50k PO got stuck in someone's inbox.

The Bottom Line

If your company's growing past the "just CC me" phase of approvals, this integration is your off-ramp from chaos. It's not about replacing how you work now - it's about removing the friction between systems that shouldn't be siloed.

Best part? Approvers don't need another login. They get email links that just work. Requester submits via Jotform, you manage rules in ApproveThis, decision-makers stay in their inbox. Everyone stays in their comfort zone while actually getting shit done.

Ready to stop herding approval cats? Get started with ApproveThis or book a demo to see how it plays with your Jotform setup.

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Integrate with Jotform Enterprise Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Jotform Enterprise

Suggested workflows (and their Zapier components) for Jotform Enterprise

Create approval requests for new Jotform submissions in ApproveThis

Capture every new Jotform submission and seamlessly initiate an approval process with ApproveThis. This automation helps you streamline your workflow by automatically creating approval requests whenever a form is filled out, enhancing your decision-making efficiency. *Note: Ensure your form aligns with your approval workflow requirements.*

Zapier Components

Jotform Enterprise Logo

Trigger

New Submission

Triggers when a new submission has been added to a specific form.

Action

Create Request

Creates a new request, probably with input from previous steps.

Generate new form submissions when ApproveThis requests are initiated

Effortlessly integrate your approval workflows by generating new Jotform submissions whenever a new request in ApproveThis is initiated. This workflow ensures your form data captures crucial request information, embedding efficiency in your operational processes. *Note: Make sure your form is prepared to handle the automated data inputs.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Jotform Enterprise Logo

Action

Create Submission

Generate a new submission for your form